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Added 19 mins ago
Transfers Administrator, Temporary
Aviso
Toronto, ON
$46,000 to $55,000 CAD / year
Temporary
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 19 mins ago
Senior Systems Engineer
Aviso
Toronto, ON
$110,000 to $120,000 CAD / year
Full-time
Reporting to the Director, Technology Support Services, the Senior Systems Engineer is responsible for independently operating, engineering, and improving Aviso's hybrid infrastructure…
Added 19 mins ago
Service Designer, Temporary
Aviso
Vancouver, BC
Contract
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with appr
Added 19 mins ago
Senior Data Engineer, Temporary
Aviso
Toronto, ON
Temporary
We're looking for a Senior Data Engineer to join our Data and Analytics Group within the Technology Services Partners (TSP) department for 12 months.
Added 19 mins ago
Senior IT Auditor
Aviso
Toronto, ON
$83,000 to $100,000 CAD / year
Full-time
Reporting to the Manager, Technology Internal Audit the Senior IT Internal Auditor is responsible for facilitating a systematic and ongoing internal evaluation of risk management, internal…
Added 19 mins ago
Sales Manager
Michaels Stores
Orillia, ON
Full-time
Store - ORILLIA, ONThe Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role…
Added 19 mins ago
National Vice President, Priority Clients
Aviso Wealth
Remote, Canada
$145,000 to $160,000 CAD / year
Full-time · Remote
Added 19 mins ago
National Vice President, Priority Clients
Aviso Wealth
Remote, Canada
$145,000 to $160,000 CAD / year
Full-time · Remote
Added 49 mins ago
ACET Administrative Manager
University of Victoria
Victoria, BC
Full-time
Reporting to the Corporate Operations Officer (COO), the Administrative Manager oversees and coordinates all administrative services for ACET, which includes all facets of human resources…
Added 49 mins ago
Family Practitioner/General Practitioner
Health Match BC
Comox, BC
Full-time
MAKING PRACTICE EASIER: While we all contribute to ensuring our office runs smoothly our full time office manager keeps the day to day staffing and administrative aspects running so we can…
Added 49 mins ago
Security GRC Specialist
Aviso
Toronto, ON
$105,000 to $125,000 CAD / year
Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 49 mins ago
System Access Administrator
Aviso
Vancouver, BC
$55,000 to $65,000 CAD / year
Full-time
Reporting to the Senior Manager, Technology Support Services, the Systems Access Administrator is responsible for providing access to our Broadridge/Dataphile system to our external…
Added 49 mins ago
HVAC Technician
Richmond School District No. 38
Richmond, BC
Temporary
This position provides Heating, Ventilation, and Air Conditioning (HVAC) and piping services at a journeyman level to ensure a safe and healthy environment for students, staff, and other…
Added 49 mins ago
Senior Buyer
Burnaby School District - SD41
Burnaby, BC
Full-time
…province, Burnaby provides comprehensive educational programs and services to 41 elementary and 8 secondary schools, plus a number of additional facilities. The Burnaby School District is…
Added 49 mins ago
Cabinet Maker/Joiner (Temporary)
Richmond School District No. 38
Richmond, BC
Temporary
This position provides carpentry services at a journeyperson level and will be focused on the construction of cabinets and other furniture needs throughout the school district. The district…
Added 49 mins ago
Chief Operating Officer
Cedar Strong Prevention & Intervention Society
Hope, BC
Full-time
Direct Reports: Manager of Housing, Manager of Programs, Manager of Outreach Services, and Manager of Youth & Family Services
Added 49 mins ago
Digital Marketing & AI Automation Assistant
RE/MAX Realty Services
Brampton, ON
Full-time
Company: Mona Randhawa | RE/MAX Realty Services Inc.
Added 49 mins ago
store manager - retail
City Avenue Market
Port Coquitlam, BC
Full-time
Determine merchandise and services to be sold
Added 49 mins ago
Solution Architect
Aviso
Toronto, ON
$150,000 to $168,000 CAD / year
Full-time
Experience within regulated industries such as Financial Services, Wealth Management, Banking, Insurance, Healthcare, or Government is considered an asset.
Added 49 mins ago
National Vice President, Priority Clients
Aviso
Vancouver, BC
$145,000 to $160,000 CAD / year
Full-time
Added 49 mins ago
Senior Analyst, Fund Reporting
Aviso
Toronto, ON
$83,000 to $100,000 CAD / year
Full-time
Reporting to the Manager, Fund Reporting and Administration, the Senior Analyst, Fund Reporting will participate in all financial and regulatory reporting of Northwest & Ethical Investments…
Added 49 mins ago
Portfolio Administrator
Aviso
Toronto, ON
$70,000 to $80,000 CAD / year
Full-time
Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential's Separately Managed Account (SMA) programs and…
Added 49 mins ago
restaurant manager
Mezza Lebanese Kitchen
Halifax, NS
Full-time
Determine type of services to be offered and implement operational procedures
Added 49 mins ago
Bilingual Registered Plans Administrator
Aviso
Toronto, ON
$46,000 to $55,000 CAD / year
Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 49 mins ago
restaurant manager
Jimmy the Greek
Niagara-on-the-Lake, ON
Full-time
Determine type of services to be offered and implement operational procedures

BMO

Investment Specialist

Edmonton, AB, Canada

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Oct 9, 2026
Experience: Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 25, 2026

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Original job description

Application Deadline:

10/08/2026

Address:

11104 Ellerslie Road SW

Job Family Group:

Retail Banking Sales & Service

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Executes work to deliver timely, accurate, and efficient service.
Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 12-24-month time frame.
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
Builds effective relationships with internal/external stakeholders.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Working towards the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Good working knowledge of financial industry.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

Provides financial and investment planning advice to meet customer needs while driving business growth through sales and referrals. Proactively engages with new and existing clients to build relationships and achieve performance targets.

Requirements

Requires 2-3 years of relevant experience and a post-secondary degree in a related field. Candidates must be working towards or hold regulatory licensing requirements for a Financial Planner.

Skills

Financial planning
Investment advice
Sales
Customer service
Relationship building
Business development
Outbound calling
Referral generation
Needs-based assessment
Analytical skills
Problem solving
Communication skills
Regulatory compliance
Risk management
Financial analysis

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Investment Specialist
Mutual Funds
Retirement Savings
Financial Planning
Business Development
Risk Management Framework
Customer Experience
Sales Targets
Commercial Banking
Personal Banking
Accreditation
Regulatory Compliance
Financial Industry
Investment Strategies
Marketing Promotions
Stakeholder Management
Asset Protection

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